Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,543 | $102,429+13.8% | $147,096-20.8% | $80,925+44.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 23.43% | 135.02%-111.6pp | 419.75%-396.3pp | 35.65%-12.2pp |
| Employer contribution / active EE | $7,249 | $3,716+95.1% | $4,936+46.9% | $2,756+163.0% |
| Participant deferral / active EE | $9,472 | $6,649+42.5% | $8,071+17.4% | $4,299+120.4% |
| Admin fee / account holder | $1,637 | $7,957-79.4% | $13,005-87.4% | $6,940-76.4% |